Core Viewpoint - Tongguang Cable (300265.SZ) announced that its wholly-owned subsidiaries, Jiangsu Tongguang Qiangneng Transmission Line Technology Co., Ltd. and Jiangsu Tongguang Optical Cable Co., Ltd., have recently participated in the procurement for the State Grid Corporation of China for 2025 and 2026 projects, with a total bid amount of 108 million yuan [1] Group 1 - The company has engaged in the 66th batch procurement for ultra-high voltage projects and the first public bidding for installation materials for the 2026 power transmission and transformation projects [1] - The bidding was conducted by the State Grid Corporation of China, indicating the company's involvement in significant infrastructure projects [1] - The announcement of the successful bid was made on February 5, 2026, through the State Grid's e-commerce platform [1]

Group 1 - The company, Beishidake (300822.SZ), has received a "High-tech Enterprise Certificate" from the Shenzhen Municipal Bureau of Industry and Information Technology, Shenzhen Municipal Finance Bureau, and the National Taxation Administration of Shenzhen [1] - The certificate number is GR202544205527, issued on December 25, 2025, and is valid for three years [1] - This certification follows the renewal of the company's previous high-tech enterprise certificate, allowing the company to enjoy tax benefits under the relevant national tax policies for high-tech enterprises at a corporate income tax rate of 15% from 2025 to 2027 [1]

格隆汇2月6日丨正虹科技(000702.SZ)公布，2026年1月销售生猪1.42万头，销售收入1,434.68万元，环比 变动分别增加431.21%、940.76%。同比变动分别增加87.43%、7.74%。 ...

Group 1 - The core point of the article is that Hongbaoli (002165.SZ) is currently undergoing a technical transformation of its epoxy propane production facility, which is not producing epoxy propane products at this time [1] - The design capacity before the technical transformation was 120,000 tons, while the new design capacity after the transformation is 160,000 tons [1] - The technical transformation project is in the early preparation stage for trial production, and the profitability will only be assessed once qualified products are produced and operational conditions meet design requirements, which involves a certain time process and uncertainty [1] Group 2 - The epoxy propane produced at the Taixing base is primarily for self-use, serving as raw materials for the company's polyether and isopropanolamine production [1]

2、襄阳恒泰康由其医院管理团队经营。爱尔医疗投资不参与襄阳恒泰康的日常经营管理。 格隆汇2月6日丨爱尔眼科(300015.SZ)公布，近日，公司关注到部分媒体关于精神专科医院涉嫌违规问 题的报道中，将襄阳恒泰康医院有限公司(以下简称"襄阳恒泰康")与爱尔眼科直接关联。 3、爱尔眼科与湖南恒泰康康复医疗产业发展有限公司及其下属机构不存在股权控制、业务关联或经营 管理关系。 澄清声明 公司及实际控制人陈邦先生始终坚持依法合规经营，严格执行国家关于医疗服务、医保基金使用和患者 权益保护的相关法律法规，对任何违法违规行为持"零容忍"态度。 为避免相关传闻对广大投资者及社会公众造成误导，切实维护投资者合法权益，公司现就有关情况澄清 说明如下： 1、襄阳恒泰康非爱尔眼科所属企业。该公司为爱尔医疗投资集团有限公司(以下简称"爱尔医疗投资")与 其他投资方合资设立的四级子公司。 ...

格隆汇2月6日｜由于在投机买盘狂热导致价格脱离基本面后，市场焦点重新转向需求疲软，铜价从上周 创下的历史高点进一步回落。伦交所工业金属价格连续第三天下跌至每吨12,800美元附近。自上周五以 来，铜价已累计下跌2.9%，正面临4月以来最糟糕的单周表现。伦敦和纽约期货交易所仓库的库存处于 2003年以来的最高水平，这凸显了近期消费前景的低迷。法国巴黎银行加入了高盛集团等银行的行列， 警告称铜价已超出基本面。法巴银行策略师David Wilson在报告中表示，铜价"仍被高估"，每吨 11,000 至 11,500 美元以上的水平"几乎完全是由投机驱动的"。 ...

Core Viewpoint - The company, Wanma Co., Ltd., announced an organizational restructuring aimed at improving resource utilization and fostering the development of emerging businesses [1] Group 1: Organizational Changes - The company will establish several new departments, including the Party and Mass Work Department, Risk Control and Legal Review Center, Operations Management Center, Financial Management Center, Capital Operations Center, Supply Chain Management Center, Manufacturing Management Center, R&D Management Center, Comprehensive Management Department, Engineering Management Department, and Safety and Environmental Protection Department [1] - The "Zhejiang Wanma Transmission Technology Co., Ltd." will be adjusted to become the Military Cable Project Department, which will be integrated into the Equipment Cable Sector for unified management [1]

Core Insights - The four major U.S. tech companies are projected to collectively spend approximately $650 billion on capital expenditures by 2026, representing a growth of about 60% compared to the previous year, indicating a renewed surge in global data center construction [1] Company Summaries - Meta is expected to reach a capital expenditure of up to $135 billion in 2026, reflecting an increase of approximately 87% [1] - Microsoft anticipates a year-over-year capital expenditure growth of 66% in the second fiscal quarter of 2026 [1] - Alphabet has announced a capital expenditure plan of $185 billion [1] - Amazon forecasts its capital expenditures to reach as high as $200 billion in 2026 [1]

格隆汇2月6日｜今日A股低开高走，化工板块表现亮眼，成份股万华化学涨超4%，多氟多涨8%，化工 ETF嘉实(159129)跟踪的细分化工指数上涨近3%。 产业基本面上： ①行业供给端趋紧，欧洲企业经营的海外化工产能出现减产或关停。国内政策推动反内卷，《石化化工 行业稳增长工作方案》严控新增产能、淘汰落后产能，推动企业盈利中枢提升。 华福证券指出，化工行业2025年经历了盈利与估值的探底，2026年盈利有望触底回升。一方面供给侧的 反内卷政策正在重塑竞争格局，另一方面以AI算力、半导体、人形机器人等新质生产力将引领新一轮 成长。 ③1月份化工品价格明显回暖，液氯、氢氧化锂、乙腈、碳酸锂和丁二烯等表现较好，价格回升，化工 企业盈利能力有望得到修复。 化工ETF嘉实(159129)跟踪中证细分化工产业主题指数，全面覆盖基础化工、化肥农化、化纤、新能源 材料等多个高景气赛道，前十大权重股如万华化学、盐湖股份、藏格矿业、荣盛石化（维权）等均为细 分领域领军者，兼顾行业反内卷红利与资源材料增长机遇。 值得一提的是，该ETF管理费率+托管费率合计0.2%/年，处于同标的产品最低档水平，长期持有成本优 势明显，并提供场外联接 ...

格隆汇2月6日｜三星电子抹去早前4.8%跌幅，现涨0.6%。 ...